Knowledge Base

Default Settings – Quotes Valid Until

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• 1445

Default Settings – FOB & Completed Method

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• 1080

Default Settings – Relationship, Source, & Est. Lead Time

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• 1117

Default Settings – Payment Terms & Pricing Level

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• 1119

Setting default Sales Rep & Project Managers for all new records

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• 1138

Triggered Transaction Emails

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• 1187

Localization Settings

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• 1051

File Approval Work Order Settings

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• 1649

File Approval Quotes Settings

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• 3307

Setting Default Work Order Times

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• 1334